Let’s figure out the best type of intake questionnaire to get you underway. When you choose one of the two options below, you’ll be taken to a login page for the firm’s intake system. Create a (free) account there and we’ll get started. Creating an account is necessary so that the information you supply can be kept secured, and also so that you can return later to provide new information if needed. Creating an intake account doesn’t make you a client of the firm, nor does it commit you to anything.
Learn more about the security measures in place to protect the information you submit.
(This is the option to select if you or your spouse will be the Client if the firm is retained. For example, if you are looking to create a Last Will and Testament for yourself, or to do your own long term care planning).
(This is the option to select if you want to talk about long term care planning or incapacity planning for your parents, for example).